Arafura - Uran, Thorium, Phosphat und Rare Earth im N.T. (Seite 184)

[Faktor-x]

Antwort auf Beitrag Nr.: 55.781.847 von Faktor-x am 20.09.17 09:30:26

ASX Close

952,915 gehandelt, bei + 10%!

[Faktor-x]

Antwort auf Beitrag Nr.: 55.781.829 von Faktor-x am 20.09.17 09:28:46

Schnäppchen

Heute Früh haben einige günstig eingekauft. Wenn man bedenkt dass der nächste Brief bei 12,5 Cent ist.

Bald stehen wir bei pari.

Offenbar hat gestern einer vergessen, seine Order rauszunehmen

[Faktor-x]

Antwort auf Beitrag Nr.: 55.781.790 von druidej am 20.09.17 09:21:35

Umsatz 2.301.185. Bid zwölf Cent. Das kann sich sehen lassen.

Schöner Umsatz von 2.301.185

[druidej]

Antwort auf Beitrag Nr.: 55.780.875 von Faktor-x am 20.09.17 06:37:43

Jahresbericht heute veröffentlicht:
https://wcsecure.weblink.com.au/pdf/ARU/01898081.pdf

Following the placement and oversubscribed SPP, Arafura’s cash position as at 30 June 2017 is strong,
standing at $12.5 million. Funds raised through the SPP along with the Company’s existing cash
reserves will enable the Company to complete the remaining phases of piloting, critical to the
advancement of the DFS. Difficult decisions taken in earlier times with regards to overheads and
expenses has left the organization lean and this, together with the funds recently raised, means
Arafura is well capitalized to invest every dollar possible into measures that advance the Nolans
project in the year ahead.
With regards to the outlook for the Company, I am now more optimistic than at any time during my
four-year tenure as Managing Director – most of which has unfortunately coincided with a collapse in
rare earth prices and the resources sector more generally. As the Chairman and I have tried to highlight
in our respective reports, we feel that that the environment has changed for the better.

Verlängerung der Lebenszeit der Mine auf mindestens 30 Jahre:
https://wcsecure.weblink.com.au/pdf/ARU/01897944.pdf

[Faktor-x]

Antwort auf Beitrag Nr.: 55.765.140 von Faktor-x am 18.09.17 08:57:09

Rakete zündet langsam

$0.015 1,760,185
Bid 0,12! 👌🏻

[Faktor-x]

Antwort auf Beitrag Nr.: 55.749.084 von scaponer am 15.09.17 09:05:00

Zitat von scaponer: Die Hoffnung auf eine Produktion in Süd Korea ist erneut am köcheln, der Preisanstieg bei seltenen Erden wirds hoffentlich richten. Habe auch durch Zukaufen verbilligt.
BEIJING (Info-RE) 06-Sept-17 Arafura Resources Ltd. announced that it has reached an agreement to extend its December 2015 memorandum of understanding (MOU) with OCI Company Ltd.; the agreement is regarding the development of a rare earths separation plant in South Korea.

The MOU records both companies’ roles and responsibilities in relation to negotiating definitive agreements for the establishment of a special purpose vehicle for a Joint Venture (JV) Rare Earth Separation Plant, to toll process rare earth chloride feedstock from Arafura’s 100 per cent-owned Nolans Neodymium-Praseodymium (NdPr) Project in the Northern Territory. The JV Rare Earth Separation Plant could potentially be located alongside OCI’s Gunsan operations in South Korea.

In advance of negotiating the definitive agreements, Arafura and OCI will work together over the coming months to complete a number of technical and commercial arrangements to align their interests more closely.

Lynas separiert ja auch außerhalb Australiens. Für Gründe liegen vermutlich in den geringeren Lohnstückkosten und den geringeren Umweltauflagen.

[Faktor-x]

Antwort auf Beitrag Nr.: 55.746.537 von bah66 am 14.09.17 20:45:04

Zitat von bah66: So kurz nach dem Einstieg schon ein schönes grünes + eingefahren.... Meine Spekulation: Selbst wenn hier niemals produziert werden sollte, wird ARU im Strom des Preisanstiegs bei lREE mitsegeln. Vorreiter Lynas ist schon am durchstarten, ARU sollte nachziehen. Gruß

Lynas hat vorgezogen und verschnauft etwas, jetzt startet Arafura durch.

[scaponer]

Die Hoffnung auf eine Produktion in Süd Korea ist erneut am köcheln, der Preisanstieg bei seltenen Erden wirds hoffentlich richten. Habe auch durch Zukaufen verbilligt.
BEIJING (Info-RE) 06-Sept-17 Arafura Resources Ltd. announced that it has reached an agreement to extend its December 2015 memorandum of understanding (MOU) with OCI Company Ltd.; the agreement is regarding the development of a rare earths separation plant in South Korea.

The MOU records both companies’ roles and responsibilities in relation to negotiating definitive agreements for the establishment of a special purpose vehicle for a Joint Venture (JV) Rare Earth Separation Plant, to toll process rare earth chloride feedstock from Arafura’s 100 per cent-owned Nolans Neodymium-Praseodymium (NdPr) Project in the Northern Territory. The JV Rare Earth Separation Plant could potentially be located alongside OCI’s Gunsan operations in South Korea.

In advance of negotiating the definitive agreements, Arafura and OCI will work together over the coming months to complete a number of technical and commercial arrangements to align their interests more closely.

[bah66]

Antwort auf Beitrag Nr.: 55.719.696 von Faktor-x am 12.09.17 08:23:46

So kurz nach dem Einstieg schon ein schönes grünes + eingefahren.... Meine Spekulation: Selbst wenn hier niemals produziert werden sollte, wird ARU im Strom des Preisanstiegs bei lREE mitsegeln. Vorreiter Lynas ist schon am durchstarten, ARU sollte nachziehen. Gruß

[scaponer]

Rosige Aussichten für die weitere Entwicklung und Stabilität der Preise bei seltenen Erden:
Rare earths price defying gravity
2017-09-12 09:59:31
BEIJING (Info-RE) 12-Sept-17 The price of rare earths may fluctuate at high levels in the next months, according to a research note from China Merchants Securities. Despite the government's efforts to curb financial speculation, supervise environmental protection and prohibit illegal mining, there is still strong demand in the market. With the supply of rare earths－especially light rare earths－unable to meet short-term demand, prices still have room to rise, according to the report. "The domestic supply of rare earths will be insufficient in the second half of the year, due to related policies such as total quantity control and combating illegal exploitation," said Ma Rongzhang, secretary-general of the Association of China Rare Earth Industry at the Ninth China Baotou Rare Earth Industry Forum on Aug 28. "The total amount of rare earth quota this year is only 105,000 tons, but the praseodymium nedymium sector needs at least 180,000 tons for rare earth production." China's supply of rare earths accounts for around 80 percent of the global supply, so the country's output affects the international prices of the raw material. Both China and the rest of the world have produced an inadequate supply of rare earth this year. In July, the national rare earth office announced its intent to normalize and institutionalize a crackdown on illegal exploitation and production. Illegal production accounts for about 30 percent of the country's total rare earths output, and the regulators' control and supervision of illegal actions started several years ago. "Illegal miners are trying to resume production with deregulation, regardless of the related policies," said Xu Ruoxu, an analyst at Shenwan Hongyuan Securities. Rare earth mining and smelting are heavily polluting industries, so China Merchants Securities says that the strict environmental supervisions will also have a big affect on the rare earth industry. The Chinese government is implementing increasingly stringent environmental protection policies, in order to improve the current air quality situation. Especially in smog-plagued Beijing and nearby cities, the Ministry of Environmental Protection has issued stricter emission standards and published regulations to reduce production of heavily polluting industries. The 13th Five-Year Plan (2016-20) ranks rare earths as one of sectors of capacity reduction along with other metals including steel and aluminum, requiring one-third reduction in smelting and separation capacity by cutting 200,000 tons annually until 2020.